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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
5026
Aspect Partners
Virginia
$143K +$23.4K +35 +19%
LWMI
5027
Legacy Wealth Management (Idaho)
Idaho
$140K +$38.7K +58 +38%
HFS
5028
Horizon Financial Services
North Carolina
$138K +$16K +24 +13%
HWM
5029
HighMark Wealth Management
Minnesota
$138K +$17.4K +26 +14%
EWM
5030
Evolution Wealth Management
Florida
$138K +$33.4K +50 +32%
CC
5031
Copos Capital
$135K +$136K +204 New
WFA
5032
West Financial Advisors
Iowa
$133K +$11.4K +17 +9%
RCM
5033
Richardson Capital Management
Wisconsin
$133K +$1.34K +2 +1%
GG
5034
Gleason Group
Kentucky
$132K -$33.4K -50 -20%
SFAM
5035
Sawyer Falduto Asset Management
Illinois
$131K +$132K +198 New
TFG
5036
Team Financial Group
California
$130K – – –
PP
5037
Pacifica Partners
Canada
$129K +$13.4K +20 +11%
Q1WB
5038
Quest 10 Wealth Builders
Virginia
$128K -$14K -21 -10%
FPB
5039
First PREMIER Bank
South Dakota
$127K -$26K -39 -17%
RWS
5040
Retirement Wealth Solutions
Wisconsin
$126K -$26K -39 -17%
SC
5041
Steph & Co
Wisconsin
$119K +$20.7K +31 +21%
RWA
5042
Redmont Wealth Advisors
Illinois
$118K -$3.34K -5 -3%
FCMT
5043
Founders Capital Management (Texas)
Texas
$113K +$46.7K +70 +69%
MPW
5044
MASECO Private Wealth
$112K +$64.8K +97 +133%
FS
5045
Financially Speaking
Colorado
$112K +$30K +45 +36%
CTWM
5046
Cherry Tree Wealth Management
Minnesota
$112K -$4.67K -7 -4%
HA
5047
Hyposwiss Advisors
$110K +$110K +165 New
GC
5048
Globeflex Capital
California
$110K -$170K -254 -60%
AIM
5049
Access Investment Management
Georgia
$106K – – –
BFS
5050
Bare Financial Services
Pennsylvania
$104K +$70.8K +106 +208%
200 201
202
203 204